SFS
SPAB icon

Security Financial Services’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Security Financial Services’s Portfolio SPAB Stock Details SPAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.82M Sell
71,345
-6,400
-8% -$163K 0.25% 70
2026
Q1 		$1.99M Sell
77,745
-55,842
-42% -$1.44M 0.32% 59
2025
Q4 		$3.44M Sell
133,587
-214,981
-62% -$5.56M 0.54% 46
2025
Q3 		$9.01M Buy
348,568
+5,924
+2% +$152K 1.46% 24
2025
Q2 		$8.77M Buy
342,644
+1,037
+0.3% +$26.2K 1.55% 22
2025
Q1 		$8.72M Buy
341,607
+62,261
+22% +$1.57M 1.73% 19
2024
Q4 		$6.98M Buy
279,346
+7,696
+3% +$196K 1.42% 21
2024
Q3 		$7.1M Sell
271,650
-528
-0.2% -$13.6K 1.45% 22
2024
Q2 		$6.83M Sell
272,178
-24,790
-8% -$618K 1.48% 20
2024
Q1 		$7.51M Buy
296,968
+4,032
+1% +$102K 1.69% 17
2023
Q4 		$7.51M Buy
292,936
+54,008
+23% +$1.33M 1.84% 17
2023
Q3 		$5.82M Buy
238,928
+216,717
+976% +$5.4M 1.64% 16
2023
Q2 		$563K Buy
+22,211
New +$568K 0.16% 84

Other funds holding SPAB

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return